Nilsine Partners, LLC
Nilsine Partners, LLC is a U.S.-based Registered Investment Adviser headquartered in Greenwood Village, Colorado. The firm offers investment advisory, financial planning, investment management, banking and lending solutions, and differentiated family office services. Founded in approximately 2022, it serves high-net-worth individuals and families, providing generational wealth planning, disciplined portfolio management, and multi-family office solutions. Nilsine Partners employs around 15 people and focuses on a client-centric, goals-based financial planning approach.
Investment Strategy
Nilsine Partners employs a disciplined, goals-based investment management strategy tailored for high-net-worth clients. The firm focuses on multi-asset allocation, efficient portfolio construction, and comprehensive wealth planning. Utilizing a rules-based approach when appropriate, the firm seeks diversification across asset classes and sectors, providing personalized advice and solutions that align with each client’s unique objectives, risk tolerances, and pursuit of generational wealth. Their services include equity investment, banking, lending, and family office solutions, always prioritizing partnership, trust, and long-term client relationships.
Top Holdings
Equity Positions (397)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ATO | ATMOS ENERGY CORP | 8.04% | $89.4M | 523,761 | $139.27 | $170.75 | +$8.3M |
A AAPL | APPLE INC | 4.95% | $55.1M | 216,287 | $181.77 | $254.63 | +$12.6M |
N NVDA | NVIDIA CORPORATION | 2.60% | $28.9M | 154,990 | $39.80 | $186.58 | +$5.2M |
A AVGO | BROADCOM INC | 2.12% | $23.6M | 71,450 | $64.56 | $329.91 | +$3.3M |
F FDN | FIRST TR EXCHANGE-TRADED FD | 1.99% | $22.1M | 79,059 | $192.86 | $279.84 | +$2.8M |